Compose an email from an OT incident record

Compose an email directly in an OT incident record so that you can conveniently update your team and others about the incident.

Before you begin

Role required: sn_ot_incident_write

Procedure

1. Navigate to All > Industrial Workspace.
2. Open the Industrial Workspace list view.
3. In the OT Incidents list module, select one of the available lists.
4. Select the incident record that you want to send an email for.
5. In the incident header, open the menu by selecting the More actions button.
6. Select Compose Email.
7. On the email template, fill in the form.

   Table 1. Email template form

   Field	Description
   To	User or users that you want to send the email to. This field automatically fills in the user in the Assigned to field of the OT incident record.
   Subject	Subject of the email. This field automatically fills in the number of the OT incident record and its short description.
   Body	Updates that you want to send to a user or users that are related to the OT incident.

8. Optional: If the email is a response, you can use a response template in the Response Templates field to fill in the email body.
9. Optional: To save the email as a draft, select Save as draft.
10. Select Send Email.

Result

The email is sent to the user or users that you specified in the email template.